See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,099 | $118,680-19.0% | $98,907-2.8% | $158,922-39.5% |
| Participation rate | 57.1% | 77.8%-20.7pp | 76.0%-18.9pp | 82.0%-24.8pp |
| Annual return | 27.51% | 372.35%-344.8pp | 196.43%-168.9pp | 302.83%-275.3pp |
| Employer contribution / active EE | $311 | $3,333-90.7% | $2,689-88.4% | $4,761-93.5% |
| Participant deferral / active EE | $2,055 | $5,088-59.6% | $4,244-51.6% | $5,982-65.6% |
| Admin fee / account holder | $2,697 | $10,131-73.4% | $6,642-59.4% | $11,246-76.0% |